Tangible AI Demand Anchors Taiwan Stocks and Currency

AI demand has evolved from a technology theme into a source of corporate capital spending and profits. SinoPac Financial Holdings said the cycle is supported by fundamentals and could draw foreign investors back to Taiwan stocks. Cathay United Bank said concerns about an AI-sector bubble remained limited amid solid earnings, providing support for both Taiwan equities and the New Taiwan dollar.

A July 6, 2026, report said CTBC Bank estimated that year-on-year earnings-per-share growth for S&P 500 companies in the second quarter of 2026 had been revised up to 22%, with nearly 60% of the increase coming from AI infrastructure stocks. However, South Korean, semiconductor and AI-related shares had retreated from their highs over the previous two weeks. The report disclosed no individual investment amount.